+601.0%
AXTI vs VO
+40.2%
+560.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -4.5% |
| 7D | +15.1% | -2.5% | +17.6% | +20.2% |
| 30D | -12.3% | -3.2% | -9.1% | -6.9% |
| 3M | -24.1% | +3.9% | -28.1% | -28.0% |
| 6M | +46.0% | +9.6% | +36.4% | +27.1% |
| YTD | +295.7% | +11.6% | +284.1% | +237.7% |
| 1Y | +1,825.6% | +12.6% | +1,813.0% | +1,544.1% |
| 3Y | +2,630.0% | +55.4% | +2,574.6% | +1,450.5% |
| 5Y | +601.0% | +41.8% | +559.1% | +380.5% |
| All | +601.0% | +40.2% | +560.8% | +380.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling